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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $17,631 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $16,123 |
Filed as: MORGAN STANLEY INS SERVICES INC. Service code 49 · EIN 51-0116113 | Other Services | $5,934 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,704 | $47,648-75.4% | $130,660-91.0% | $67,579-82.7% |
| Participation rate | 26.4% | 60.4%-34.1pp | 71.7%-45.4pp | 71.3%-44.9pp |
| Annual return | 18.20% | 25.73%-7.5pp | 1709.29%-1691.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $434 | $2,616-83.4% | $3,603-87.9% | $3,539-87.7% |
| Admin fee / account holder | $187 | $105+77.6% | $5,463-96.6% | $142+31.1% |